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The Law Offices of David A. Rubin, L.L.C.

Practice in the Areas of Wills, Trusts, Probate, Accidents, and Elder Law
(314) 801-1323
Call for a free Consultation

8 a.m. - 6 p.m.

Creve Coeur Location
(Main Office)
10880 Baur Blvd.
St. Louis, MO 63132
(314) 801-1323
Fax: (314) 692-8646
Map - Get Directions

Ellisville Location
(Appt. Only)
16024 Manchester Rd
Suite 200
Ellisville, MO 63011
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St. Peters Location
(Appt. Only)
2046 Queens Brooke Blvd
St. Peters, MO 63376
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Your First Meeting

Once you have made an appointment to see a lawyer, you may be deciding what to bring with you. If you will be discussing estate planning, you should think in advance of all the things you own (property, bank accounts, pension plans, insurance policies, annuities, etc.) and how they are currently titled, and their current value. You should also think about the people you would trust to take care of your affairs if you get sick, or after you are gone. And you should be sure to know the spelling of all names of people who are important to you, and their addresses and birthdays.

If you are meeting with a lawyer to discuss business matters, be certain to bring all relevant documents. And if you intend to ask about different corporate entities for your business, you should consider bringing tax returns for the past few years.

If you are meeting with a lawyer to discuss an insurance problem, be certain to bring the policy, claims information, and all correspondence.

Mr. Rubin suggests that you refer to the links button on the first page of this website and explore the links there, to begin thinking about the relevant issues prior to any first meeting on the subject of wills, living wills, trusts, powers of attorney, or estate planning.

DISCLAIMER: The Law Offices of David A. Rubin, L.L.C. provides the information in this web site for informational purposes only. The information does not constitute legal advice. The use of this site does not create an attorney-client relationship. Further communication with our attorneys through the web site and e-mail may not be considered as confidential or privileged. Please contact our attorneys if you wish to discuss in more detail the contents of this web site.

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